Lantz Financial LLC Purchases and Sells in Q3 2025

Lantz Financial LLC

$421 Million
Q3 2025

Top Buys

Incresed Positions

146 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	719 + 1.73%	$620.67 - $670.08 $446K - $482K	42.2K $28.2M
AAPL	1.6K + 4.9%	$202.38 - $256.87 $324K - $411K	34.2K $8.71M
CGXU	20.3K + 3.82%	$26.49 - $29.62 $538K - $602K	553K $16.4M
DYNF	24.1K + 23.72%	$54.35 - $59.32 $1.31M - $1.43M	126K $7.46M
PM	11.6K + 365.21%	$157.77 - $183.27 $1.83M - $2.12M	14.8K $2.39M
OEF	6.05K + 69.19%	N/A	14.8K $3.93M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDLZ	39.3K New	$60.9 - $70.75 $2.39M - $2.78M	39.3K $2.46M
ITA	6.06K New	$184.73 - $209.26 $1.12M - $1.27M	6.06K $1.27M
MO	18.2K New	$57.75 - $67.68 $1.05M - $1.23M	18.2K $1.2M
WM	3.8K New	$213.88 - $237.1 $814K - $902K	3.8K $840K
PH	747 New	$697.13 - $769.67 $521K - $575K	747 $566K
LNC	11.7K New	$33.37 - $43.29 $390K - $506K	11.7K $471K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-14.7K - 53.98%	$106.99 - $114.46 $1.57M - $1.68M	12.5K $1.42M
IYW	-7.74K - 61.09%	$171.38 - $197.01 $1.33M - $1.52M	4.93K $965K
PEP	-8.77K - 64.41%	$133.81 - $152.16 $1.17M - $1.33M	4.84K $680K
SGOV	-10.3K - 34.58%	$100.37 - $100.74 $1.03M - $1.04M	19.5K $1.96M
UPS	-1.54K - 8.36%	$82.58 - $105.54 $127K - $162K	16.9K $1.41M
CHRW	-5.35K - 57.45%	$96.73 - $137.09 $518K - $733K	3.96K $524K

Activity Summary All Purchases 162 New Holdings 16 Increased Positions 146 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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